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bearish
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Macroeconomics
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25 Nov 2024 08:34
The Next Four Years...
Let the debate on the prospect of “Winter is Coming” or/and “A Golden Age” under "Trumpism" commence as 2024 winds down.
Thomas Lam
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15 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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395 Views
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bullish
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Thematic (Sector/Industry)
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20 Nov 2024 12:41
For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again
AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...
William Keating
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178 Views
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bearish
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Thematic (Sector/Industry)
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18 Nov 2024 12:42
SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...
William Keating
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220 Views
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bullish
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Cross Asset Strategy
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18 Nov 2024 08:30
2025 High Conviction Idea: Gold
Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...
Cam Hui
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940 Views
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